The New Direction Trust Company Blog

IRA Custodians vs. Third-Party Administrators &...

Congratulations! You’ve selected New Direction Trust Company (NDTCO) as the independent custodian for your tax-sheltered account. Of course, we think you made the right choice. But what exactly do IRA “custodians” do? Is a custodian different from an “administrator?” We think you should know the difference, and we’ll explore why below. Questions about NDTCO? Reach … Read More

what is a self-directed ira

What is a Self-Directed IRA?

You may have been investing in mutual funds and ETFs with your IRA for years, maybe decades. Perhaps you’ve even “rolled over” funds from a former employer retirement plan to accelerate your IRA’s growth. If this sounds familiar, you are halfway home to understanding a “self-directed” IRA. Ready to open a self-directed IRA? Click here to … Read More

ira custodian

What is a Self-Directed IRA Custodian?

If the term “self-directed IRA custodian” doesn’t inspire a particular vision, don’t worry, you are not alone. You may be a seasoned investor and very familiar with retirement plans like 401(k)s, individual retirement plans like IRAs, and traditional brokerage accounts. Conversely, you may be at the beginning of your investing journey, sorting through acronyms and … Read More

ubit on real estate investments

Oil & Gas Royalties with a Self-Directed IRA

You may be aware that you can invest in the oil and gas industry, but did you know you have options beyond exchange-traded funds that track crude or stocks in specific oil companies? Public equities can provide exposure to the energy industry, but they can also endure volatility from outside catalysts. What if there was … Read More

brokerage sub-accounts

One-Stop Investing – Alternatives & ...

Investing in Alternative Assets The ongoing COVID-19 pandemic has already changed the way we live and work, but will it change the way we invest? That is a question many financial professionals and their clients are considering. The answer could very well be “yes.” With so many uncertainties in our new “normal,” many investors may … Read More

New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.